BWA
BDO Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $144K | Buy |
1,983
+83
| +4% | +$6.03K | 0.02% | 296 |
|
|
2023
Q1 | $139K | Buy |
1,900
+1
| +0.1% | +$73 | 0.02% | 282 |
|
|
2022
Q4 | $143K | Buy |
1,899
+13
| +0.7% | +$982 | 0.02% | 290 |
|
|
2022
Q3 | $125K | Sell |
1,886
-32
| -2% | -$2.12K | 0.02% | 304 |
|
|
2022
Q2 | $137K | Buy |
1,918
+13
| +0.7% | +$929 | 0.02% | 293 |
|
|
2022
Q1 | $150K | Buy |
1,905
+9
| +0.5% | +$709 | 0.02% | 298 |
|
|
2021
Q4 | $153K | Buy |
1,896
+316
| +20% | +$25.5K | 0.02% | 304 |
|
|
2021
Q3 | $117K | Sell |
1,580
-82
| -5% | -$6.07K | 0.01% | 341 |
|
|
2021
Q2 | $126K | Buy |
1,662
+424
| +34% | +$32.1K | 0.01% | 347 |
|
|
2021
Q1 | $90K | Buy |
+1,238
| New | +$90K | 0.01% | 371 |
|
|
2019
Q1 | – | Sell |
-956
| Closed | -$45K | – | 656 |
|
|
2018
Q4 | $45K | Sell |
956
-188
| -16% | -$8.85K | 0.02% | 273 |
|
|
2018
Q3 | $61K | Hold |
1,144
| – | – | 0.02% | 265 |
|
|
2018
Q2 | $56K | Buy |
+1,144
| New | +$56K | 0.02% | 282 |
|
|
2018
Q1 | – | Sell |
-158
| Closed | -$8K | – | 609 |
|
|
2017
Q4 | $8K | Buy |
+158
| New | +$8K | ﹤0.01% | 353 |
|